Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.98%
2.21%
6 Months
4.93%
21.04%
1 Year
−0.37%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
4.91%
—
Fund Age
2 yrs 1 mo
6 yrs 4 mo
AUM
₹8 Cr
₹364.08 Cr
Alpha – 1 Year
−0.02%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
12.93%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
0.72
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
-0.38
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
6.09%
15.61%
Value at Worst Rolling Year
₹1.06 Cr
₹1.16 Cr
Deepest Drawdown
−12.49%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 90% · M 10%
Number of Stocks
30
—
Portfolio P/E
24.51
—
Top 5 Holdings
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
Variable Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%